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Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
3076	RA Rise Advisors Rochester, New York	$480K	-$4.4K	1	0.14%	Reduced
3077	LWA Lineweaver Wealth Advisors Valley View, Ohio	$478K	+$24.2K	1	0.06%	Increased
3078	Livforsakringsbolaget Skandia Stockholm, Sweden	$478K	-$33.4K	1	0.02%	Reduced
3079	CRI Commonwealth Retirement Investments Richmond, Virginia	$478K	+$44.1K	2	0.13%	Increased
3080	LFG Lockerman Financial Group Newport Beach, California	$478K	$0	1	0.73%	Maintained
3081	GWM Greenhouse Wealth Management Westport, Connecticut	$477K	$0	1	0.34%	Maintained
3082	BPWM BCS Private Wealth Management Rumson, New Jersey	$477K	-$44.5K	1	0.14%	Reduced
3083	GA Goldstein Advisors Madison, Wisconsin	$477K	+$57.2K	1	0.04%	Increased
3084	WIM Warwick Investment Management Bryan, Texas	$477K	-$8.99K	1	0.05%	Reduced
3085	PMFA Plante Moran Financial Advisors Southfield, Michigan	$476K	-$97.6K	7	0.02%	Reduced
3086	BWG Beta Wealth Group San Diego, California	$476K	+$165K	1	0.18%	Increased
3087	UA URS Advisory Jupiter, Florida	$476K	-$5.68K	1	0.26%	Reduced
3088	MAA Mraz Amerine & Associates Modesto, California	$474K	+$734	1	0.07%	Increased
3089	5SA 5th Street Advisors Southport, Connecticut	$473K	$0	1	0.18%	Maintained
3090	NF Nikulski Financial Bettendorf, Iowa	$473K	-$12.4K	1	0.1%	Reduced
3091	EIA Eldridge Investment Advisors Manchester, New Hampshire	$473K	$0	1	0.09%	Maintained
3092	FSAG Financial Solutions Advisory Group Chicago, Illinois	$472K	-$280K	1	0.06%	Reduced
3093	MA MKT Advisors Escondido, California	$472K	-$18K	1	0.15%	Reduced
3094	CIA Caerus Investment Advisors West Lake Hills, Texas	$469K	+$441K	2	0.16%	New
3095	CS Crescent Sterling Metairie, Louisiana	$468K	-$472K	1	0.42%	Reduced
3096	RP Riverwater Partners Milwaukee, Wisconsin	$468K	-$17.8K	1	0.14%	Reduced
3097	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$467K	+$3.67K	1	0.36%	Increased
3098	WFP Wrenne Financial Planning Lexington, Kentucky	$466K	+$528K	1	0.16%	New
3099	SFS Strategic Financial Services Utica, New York	$465K	$0	1	0.02%	Maintained
3100	CWMA Capstone Wealth Management (Alabama) Tuscaloosa, Alabama	$465K	+$480K	2	0.22%	New